Lessons in Leadership With Sarah Mouser

Published on August 25, 2025

On this episode of the Ask the Retirement Expert podcast, Mouser speaks with ThinkAdvisor Senior Reporter John Manganaro about her journey as a financial planning professional — evolving from a novice producing advisor to an experienced mentor and leader in the industry.

       
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Growth in the use of ETFs and SMAs is changing how muni portfolios are constructed, reports Bond Buyer. Morningstar gives investors a closer look at potential pitfalls of using funds of funds. These are among the investment must-reads we found this week for financial advisors.

Sheridan Road Founder Launches Strategic Advisory, Consulting Firm

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